Breathing New Life into your Personal Financial Plan
Do you wonder if you are making the right financial decisions for yourself and your family?
Do you want to invest for your future with confidence and peace of mind?
If so, you will want a trusted advisor with whom you can build an enduring business relationship – someone who listens to your needs, respects your values.
Every phase of our lives makes different demands on us in every way, including financially. You may be buying a home, starting a business, preparing for retirement or just dealing with one of the many challenges that come along on our life’s journey. Wherever you are at, I’m here to help you.
As an Investment Advisor and Financial Planner, I will show you how to manage your investments and organize your personal finances so you can plan, cope, and thrive! This is what I call BREATHING new life into your personal financial plan.
My Approach
In this information age where stock markets react to events by the minute, and new financial products spring up at every turn, it is easy to forget that the basis for sound investment and financial planning never changes.
My mission is to provide you with the advice you need in our ever-changing world, without losing sight of the timeless wisdom that is the foundation of financial success and true prosperity.
At the heart of it all is you the person. That’s why, as your financial advisor, my approach begins with your values and priorities, your goals and dreams.
Newsletters
Doing Well While Doing Good
RI, also known as SRI or socially responsible investing, refers to the integration of companies’ environmental, social and governance (ESG) practices into the selection and management of investments.
One of the myths surrounding RI is the notion that aligning investments with one’s values necessarily entails sacrificing investment returns. But there is plenty of evidence to the contrary. Responsible investing can and does perform competitively, all while having a positive societal impact. Finally, the word is getting out!
Testimonials
In my opinion, Sara’s finest quality is her genuine caring, as seen in her ability to listen to particular individual’s needs…
~Cynthia Morris, teacher, mother, grandmother
Trusting her with my money over the years has given me confidence in my financial future…
~Eisha Marjara, film director
Sara est d’une disponibilité remarquable et de fort bon conseil…
~Gaston Pelletier
